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Side-by-side financial comparison of LCI INDUSTRIES (LCII) and SCANSOURCE, INC. (SCSC). Click either name above to swap in a different company.
LCI INDUSTRIES is the larger business by last-quarter revenue ($932.7M vs $766.5M, roughly 1.2× SCANSOURCE, INC.). SCANSOURCE, INC. runs the higher net margin — 2.2% vs 2.0%, a 0.1% gap on every dollar of revenue. On growth, LCI INDUSTRIES posted the faster year-over-year revenue change (16.1% vs 2.5%). LCI INDUSTRIES produced more free cash flow last quarter ($64.3M vs $28.9M). Over the past eight quarters, SCANSOURCE, INC.'s revenue compounded faster (0.9% CAGR vs -1.8%).
Lucky Core Industries Limited, formerly known as ICI Pakistan, is a Pakistani conglomerate company headquartered in Karachi. It manufactures polyester, pharmaceutical, agrochemical, soda ash, and veterinary medicine.
ScanSource, Inc. is a leading global specialty technology distributor offering a broad portfolio of solutions including point-of-sale systems, barcode scanning tools, cybersecurity products, cloud services and communication solutions. It primarily serves value-added resellers, managed service providers and enterprise clients across North America, Latin America and Europe, covering retail, healthcare, industrial and public sector core segments.
LCII vs SCSC — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $932.7M | $766.5M |
| Net Profit | $18.7M | $16.5M |
| Gross Margin | 22.1% | 13.4% |
| Operating Margin | 3.8% | 2.3% |
| Net Margin | 2.0% | 2.2% |
| Revenue YoY | 16.1% | 2.5% |
| Net Profit YoY | 95.7% | -3.3% |
| EPS (diluted) | $0.79 | $0.75 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $932.7M | $766.5M | ||
| Q3 25 | $1.0B | $739.6M | ||
| Q2 25 | $1.1B | $812.9M | ||
| Q1 25 | $1.0B | $704.8M | ||
| Q4 24 | $803.1M | $747.5M | ||
| Q3 24 | $915.5M | $775.6M | ||
| Q2 24 | $1.1B | $746.1M | ||
| Q1 24 | $968.0M | $752.6M |
| Q4 25 | $18.7M | $16.5M | ||
| Q3 25 | $62.5M | $19.9M | ||
| Q2 25 | $57.6M | $20.1M | ||
| Q1 25 | $49.4M | $17.4M | ||
| Q4 24 | $9.5M | $17.1M | ||
| Q3 24 | $35.6M | $17.0M | ||
| Q2 24 | $61.2M | $16.1M | ||
| Q1 24 | $36.5M | $12.8M |
| Q4 25 | 22.1% | 13.4% | ||
| Q3 25 | 24.4% | 14.5% | ||
| Q2 25 | 24.4% | 12.9% | ||
| Q1 25 | 24.1% | 14.2% | ||
| Q4 24 | 21.1% | 13.6% | ||
| Q3 24 | 24.0% | 13.1% | ||
| Q2 24 | 25.3% | 13.0% | ||
| Q1 24 | 23.1% | 12.6% |
| Q4 25 | 3.8% | 2.3% | ||
| Q3 25 | 7.3% | 3.5% | ||
| Q2 25 | 7.9% | 3.3% | ||
| Q1 25 | 7.8% | 3.2% | ||
| Q4 24 | 2.0% | 2.5% | ||
| Q3 24 | 5.9% | 2.3% | ||
| Q2 24 | 8.6% | 2.9% | ||
| Q1 24 | 6.0% | 2.3% |
| Q4 25 | 2.0% | 2.2% | ||
| Q3 25 | 6.0% | 2.7% | ||
| Q2 25 | 5.2% | 2.5% | ||
| Q1 25 | 4.7% | 2.5% | ||
| Q4 24 | 1.2% | 2.3% | ||
| Q3 24 | 3.9% | 2.2% | ||
| Q2 24 | 5.8% | 2.2% | ||
| Q1 24 | 3.8% | 1.7% |
| Q4 25 | $0.79 | $0.75 | ||
| Q3 25 | $2.55 | $0.89 | ||
| Q2 25 | $2.29 | $0.87 | ||
| Q1 25 | $1.94 | $0.74 | ||
| Q4 24 | $0.37 | $0.70 | ||
| Q3 24 | $1.39 | $0.69 | ||
| Q2 24 | $2.40 | $0.66 | ||
| Q1 24 | $1.44 | $0.50 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $222.6M | $83.5M |
| Total DebtLower is stronger | $945.2M | — |
| Stockholders' EquityBook value | $1.4B | $910.9M |
| Total Assets | $3.2B | $1.7B |
| Debt / EquityLower = less leverage | 0.69× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $222.6M | $83.5M | ||
| Q3 25 | $199.7M | $124.9M | ||
| Q2 25 | $191.9M | $126.2M | ||
| Q1 25 | $231.2M | $146.3M | ||
| Q4 24 | $165.8M | $110.5M | ||
| Q3 24 | $161.2M | $145.0M | ||
| Q2 24 | $130.4M | $185.5M | ||
| Q1 24 | $22.6M | $159.1M |
| Q4 25 | $945.2M | — | ||
| Q3 25 | $947.8M | — | ||
| Q2 25 | $948.0M | — | ||
| Q1 25 | $938.3M | — | ||
| Q4 24 | $757.3M | — | ||
| Q3 24 | $822.5M | — | ||
| Q2 24 | $829.7M | — | ||
| Q1 24 | $855.3M | — |
| Q4 25 | $1.4B | $910.9M | ||
| Q3 25 | $1.4B | $914.0M | ||
| Q2 25 | $1.4B | $906.4M | ||
| Q1 25 | $1.4B | $901.7M | ||
| Q4 24 | $1.4B | $900.7M | ||
| Q3 24 | $1.4B | $920.9M | ||
| Q2 24 | $1.4B | $924.3M | ||
| Q1 24 | $1.4B | $944.1M |
| Q4 25 | $3.2B | $1.7B | ||
| Q3 25 | $3.2B | $1.7B | ||
| Q2 25 | $3.2B | $1.8B | ||
| Q1 25 | $3.1B | $1.7B | ||
| Q4 24 | $2.9B | $1.7B | ||
| Q3 24 | $3.0B | $1.8B | ||
| Q2 24 | $3.0B | $1.8B | ||
| Q1 24 | $3.0B | $1.8B |
| Q4 25 | 0.69× | — | ||
| Q3 25 | 0.70× | — | ||
| Q2 25 | 0.68× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.55× | — | ||
| Q3 24 | 0.58× | — | ||
| Q2 24 | 0.60× | — | ||
| Q1 24 | 0.63× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $78.9M | $30.8M |
| Free Cash FlowOCF − Capex | $64.3M | $28.9M |
| FCF MarginFCF / Revenue | 6.9% | 3.8% |
| Capex IntensityCapex / Revenue | 1.6% | 0.3% |
| Cash ConversionOCF / Net Profit | 4.22× | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | $278.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $78.9M | $30.8M | ||
| Q3 25 | $97.2M | $23.2M | ||
| Q2 25 | $112.2M | — | ||
| Q1 25 | $42.7M | $66.1M | ||
| Q4 24 | $106.6M | $-6.2M | ||
| Q3 24 | $78.4M | $44.8M | ||
| Q2 24 | $192.9M | — | ||
| Q1 24 | $-7.7M | $160.2M |
| Q4 25 | $64.3M | $28.9M | ||
| Q3 25 | $80.9M | $20.8M | ||
| Q2 25 | $99.5M | — | ||
| Q1 25 | $33.7M | $64.6M | ||
| Q4 24 | $95.7M | $-8.2M | ||
| Q3 24 | $68.3M | $42.5M | ||
| Q2 24 | $180.2M | — | ||
| Q1 24 | $-16.3M | $157.7M |
| Q4 25 | 6.9% | 3.8% | ||
| Q3 25 | 7.8% | 2.8% | ||
| Q2 25 | 9.0% | — | ||
| Q1 25 | 3.2% | 9.2% | ||
| Q4 24 | 11.9% | -1.1% | ||
| Q3 24 | 7.5% | 5.5% | ||
| Q2 24 | 17.1% | — | ||
| Q1 24 | -1.7% | 21.0% |
| Q4 25 | 1.6% | 0.3% | ||
| Q3 25 | 1.6% | 0.3% | ||
| Q2 25 | 1.2% | 0.3% | ||
| Q1 25 | 0.9% | 0.2% | ||
| Q4 24 | 1.4% | 0.3% | ||
| Q3 24 | 1.1% | 0.3% | ||
| Q2 24 | 1.2% | 0.2% | ||
| Q1 24 | 0.9% | 0.3% |
| Q4 25 | 4.22× | 1.87× | ||
| Q3 25 | 1.55× | 1.17× | ||
| Q2 25 | 1.95× | — | ||
| Q1 25 | 0.86× | 3.79× | ||
| Q4 24 | 11.17× | -0.36× | ||
| Q3 24 | 2.20× | 2.64× | ||
| Q2 24 | 3.15× | — | ||
| Q1 24 | -0.21× | 12.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
